Arq Wealth Advisors, LLC Simplify Exchange Traded Fds H Transaction History
Arq Wealth Advisors, LLC
- $223 Million
- Q2 2024
A detailed history of Arq Wealth Advisors, LLC transactions in Simplify Exchange Traded Fds H stock. As of the latest transaction made, Arq Wealth Advisors, LLC holds 236,595 shares of HEQT stock, worth $6.82 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
236,595
Previous 231,485
2.21%
Holding current value
$6.82 Million
Previous $6.13 Million
6.75%
% of portfolio
2.93%
Previous 2.75%
Shares
6 transactions
Others Institutions Holding HEQT
# of Institutions
44Shares Held
4.93MCall Options Held
0Put Options Held
0-
Wealth Plan Partners, LLC Omaha, NE546KShares$15.7 Million1.62% of portfolio
-
Keudell506KShares$14.6 Million4.1% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE424KShares$12.2 Million0.46% of portfolio
-
Cwm, LLC371KShares$10.7 Million0.05% of portfolio
-
Wealth Plan Investment Management, LLC Omaha, NE360KShares$10.4 Million1.62% of portfolio